Nicholas Martin Rose
Investment adviser representative at Trailwise Financial Partners, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$144.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Trailwise Financial Partners, LLCDec 2022 to now
- LPL Financial LLCNov 2019 to Dec 2022
- Commonwealth Financial NetworkNov 2015 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Trailwise Financial Partners, LLC
$144.8MAssets managed
203Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6416015
- Firm CRD
- 323530